Geovany R Cruz

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → Present
  J.P. Morgan Securities Llc
  Aventura, FL
• 04/2002 → Present
  Jpmorgan Chase Bank, N.A.
  Aventura, FL

Previous Registrations

• 2004-02-06 → 2012-10-01
  Chase Investment Services Corp.
  Queens, NY
  Middle Village, NY
  Middle Village, NY
  Elmhurst, NY
  Elmhurst, NY
  Sunnyside, NY
  Woodside, NY
  Queens, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-05
• S63 Uniform Securities Agent State Law Examination
  2001-05-03

Other Names

• Geovany Rolando Cruz